A Virtual Experience
Co-Chairs:
Eric Koestner, Principal, Packaged Products, Edward Jones
Sue Thompson, Executive Vice President, Head of SPDR Americas Distribution, State Street Global Advisors
MMI Summit
Past Events
Jun
10
2020
May
28
2020
Replay | MMI NetMeeting
In these unprecedented times, asset and wealth management firms have been forced to redeploy their workforces and adopt new technology and processes while also managing and communicating with their clients during a period of extreme market volatility.
This MMI member-only NetMeeting looks at how firms are adapting to the sudden shift in conditions, which types of firms are doing well, and which have struggled to make the transition.
MMI NetMeetings
May
27
2020
MMI Virtual Event Series for Distribution Professionals
The COVID-19 pandemic has upended traditional financial services distribution models that rely on face-to-face meetings with advisors. The implications for distribution teams are profound and will likely last long after the current crisis is over.
Distribution Leadership
May
21
2020
HOW TO HAVE A CLIENT MEETING IN 2020:
Framing ESG in the context of our current crisis
Replay
Sustainable/Impact Investing
May
19
2020
Replay | MMI NetMeeting
Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.
MMI NetMeetings
May
6
2020
Replay | MMI NetMeeting
In times of turmoil, investors pursue a flight to safety, seeking comfort by managing risk and, given market volatility, they also need to address taxes. Innovative annuity products combined with advanced technology can offer investors a better chance to preserve their nest eggs and be in a stronger position when things return to what will be the next new normal.
MMI NetMeetings
Apr
29
2020
Replay | MMI NetMeeting
MMI NetMeetings
Apr
7
2020
ALERT: This event, originally scheduled for April 7, 2020, has been postponed to November 18, 2020.
Canadian Advisory Solutions
Mar
3
2020
March 3, 2020 | NYC
Allianz Life Financial Services Offices
Paramount Plaza
42nd Floor, Boardroom Conference Room
1633 Broadway
New York, NY 10019
Jan
9
2020
January 9, 2020 | Boston
State Street Global Advisors Offices
State Street Financial Center
One Lincoln Street, 36th Floor
Boston, MA 02110
Aligning Mission with Investment Policy
SOLD OUT - Please email events@mminst.org to be added to the wait list.
Sustainable/Impact Investing
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